Newton IM’s John Bailer: The market’s new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
Newton IM’s John Bailer on the ‘last gasp’ of growth stocks and where the market heads in a new regime
Value stocks and smaller companies could benefit from a UK equity revival
‘The reality is that the first leg of discount narrowing is likely to be reliant on that one factor’
Investors may be underestimating the potential fillip to the global economy from future rate cuts
Sarasin & Partners portfolio manager and UK equity analyst discusses value of small caps
63% of advisers believe volatility from central bank decisions and elections could threaten returns
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
The world is diverging, and Latin American may be able to take advantage
Move seen as ‘extremely significant’ for global markets
Valuations across some parts of the credit market could look stretched
Net debt for the 2024-25 financial year will stand at 91.7% of GDP – ten basis points higher than expected
Will be renamed the Artemis Short-Duration Strategic Bond fund